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CRM-21392 Allow viewing groups/smartgroups as as other entities (eg. memberships, events) #11241

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mattwire
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@mattwire mattwire commented Nov 3, 2017

Overview

Add a filter to the "Find Groups" page which changes the "Contacts" link to the selected entity type:

Before

You can only view groups from the "Find Groups" screen by Contacts.

After

Add a filter to the "Find Groups" page which changes the "Contacts" link to the selected entity type:
localhost_8001_civicrm_group_reset 1

Technical Details

The underlying code for groups already supports this and it is already exposed in advanced search criteria.

@mattwire mattwire force-pushed the CRM-21392_find_groups_viewcomponents branch 2 times, most recently from f296255 to c5266a1 Compare November 3, 2017 23:23
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mlutfy commented Nov 4, 2017

jenkins, test this please

@mattwire mattwire force-pushed the CRM-21392_find_groups_viewcomponents branch from 74ac340 to 425623e Compare November 7, 2017 15:49
@mattwire mattwire force-pushed the CRM-21392_find_groups_viewcomponents branch from 425623e to 653b01e Compare November 17, 2017 14:58
@mattwire mattwire force-pushed the CRM-21392_find_groups_viewcomponents branch from 653b01e to bb0dab8 Compare March 16, 2018 17:10
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mattwire commented Apr 5, 2018

test this please

@mattwire mattwire force-pushed the CRM-21392_find_groups_viewcomponents branch from bb0dab8 to fecb40f Compare April 6, 2018 10:05
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mattwire commented Jun 1, 2018

@lcdservices Is this something you would be able to test/review for me? It's related to #12244 as it exposes the ability to "View As activities/memberships" etc. just like you can do in Advanced search but via the Manage Groups page.

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@mattwire sorry for the delay reviewing this. I implemented and tested and it works as expected. It's a really nice addition to the manage group page!

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@eileenmcnaughton Can you tag as "sig:user interfacing improvement"

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I took a look at the code & it seems largely sensible and contained to the screen @lcdservices tested so merging based on @lcdservices testing

@mattwire ideally we would make this a standard behaviour - the add to group - or was this the missing outlier?

@eileenmcnaughton eileenmcnaughton merged commit 0d5f2c6 into civicrm:master Jun 21, 2018
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@eileenmcnaughton Can you explain "@mattwire ideally we would make this a standard behaviour - the add to group - or was this the missing outlier?" I don't quite understand

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@mattwire I mean - does this now work on all component searches?

@@ -102,6 +102,16 @@ public static function tasks() {
'class' => 'CRM_Member_Form_Task_PDFLetter',
'result' => FALSE,
),
self::SAVE_SEARCH => array(
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@mattwire this is the part of the change I'm focussed on

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@eileenmcnaughton Yes, I'm pretty sure it does. When I added it to CRM/Member/Task I was being cautious but ideally we'd move this into CRM_Core_Task - not sure I've time to thoroughly test that change though at the moment but the groundwork should all be in place for that to be done in the future.

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5 participants